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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,648 | $90,607-92.7% | $79,467-91.6% | $135,380-95.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.92% | 977.74%-981.7pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $4,250 | $3,068+38.5% | $2,800+51.8% | $4,779-11.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,787 | $5,895-52.7% | $5,104-45.4% | $10,828-74.3% |